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Learning that drives better investment decisions

Applying SoPK: Deming in Schools Case Study (Part 2)

By Andrew Stotz | May 5, 2023

Most people come into education familiar with classroom management and curriculum, but the concept of Profound Knowledge changes the way you view the entire field and your part in it. In the second episode of the Deming in Schools Case Study, Andrew and John talk about applying the System of Profound Knowledge to education.

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ISMS 21: CPI Collapsing Across the Globe

By Andrew Stotz | May 4, 2023

Will the global CPI slowdown continue?

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Taiwan Was the Best Performer in Asia in 1Q23

By Become a Better Investor | May 3, 2023

Asian markets were down in 1Q23 except for Taiwan, Korea, Singapore, Vietnam, China and Indonesia in local currencies. Taiwan was the strongest performer in USD and local terms.

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My Worst Investment Ever April 2023

By Andrew Stotz | May 2, 2023

In April 2023, we published 22 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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ISMS 20: Larry Swedroe – Do You Extrapolate From Small Samples and Trust Your Intuition?

By Andrew Stotz | May 1, 2023

In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: Do you extrapolate from small samples and trust your intuition?

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Become a Better Investor Newsletter – 29 April 2023

By Andrew Stotz | Apr 29, 2023

Yield curve dynamics. Overcrowded China reopening trade. Gold has outperformed miners. Solar energy waste. China bets on nuclear.

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From Taguchi to Deming: Awaken Your Inner Deming (Part 1)

By Andrew Stotz | Apr 28, 2023

In this, the first in a series of episodes on Awakening Your Inner Deming, Andrew talks with Dr. Bill Bellows about his journey. He started with Taguchi, read his way through other quality “gurus”, and finally found Deming in unexpected places – solving big problems in space shuttles along the way!

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ISMS 19: 5% March 2023 CPI Could Fall to 4% By Year-End; If Oil Doesn’t Fly

By Andrew Stotz | Apr 27, 2023

An oil price surge would push end-2023 slightly higher than 4%, but only slightly because it takes a few months for an oil price rise to impact CPI. A US recession could quickly bring CPI below 4%.

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BG Container Glass – World Class Benchmarking

By Become a Better Investor | Apr 26, 2023

BG Container Glass Public Company Limited (BGC TB): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 810 medium Materials companies worldwide.

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Asset World Corporation – World Class Benchmarking

By Become a Better Investor | Apr 25, 2023

Asset World Corporation Public Company Limited (AWC TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 1,000 medium Cons. Disc. companies worldwide.

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